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Liberty Wealth Management’s United Bankshares UBSI Stock Holding History

Liberty Wealth Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-580
Closed -$22K – 1037
2021
Q3 		$22K Buy
580
+292
+101% +$10.2K 0.01% 622
2021
Q2 		$11K Buy
288
+3
+1% +$118 ﹤0.01% 640
2021
Q1 		$9K Hold
285
– – ﹤0.01% 624
2020
Q4 		$9K Sell
285
-120
-30% -$3.39K ﹤0.01% 619
2020
Q3 		$9K Sell
405
-5
-1% -$130 0.01% 541
2020
Q2 		$11K Buy
410
+233
+132% +$6.26K 0.01% 480
2020
Q1 		$4K Sell
177
-226
-56% -$7.1K ﹤0.01% 642
2019
Q4 		$16K Buy
403
+3
+0.8% +$116 0.01% 450
2019
Q3 		$15K Sell
400
-13
-3% -$482 0.01% 444
2019
Q2 		$15K Buy
413
+3
+0.7% +$113 0.01% 460
2019
Q1 		$14K Buy
410
+3
+0.7% +$108 0.01% 392
2018
Q4 		$12K Buy
+407
New +$13.7K 0.01% 406

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's UBSI Position: Q4 2021 in Review

Liberty Wealth Management sold out of United Bankshares (UBSI) in Q4 2021, closing a stake of 580 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in UBSI in Q4 2018 and held it in 12 quarters. The position peaked at $22K in Q3 2021. 301 funds tracked by Wall St. Rank hold UBSI as of Q4 2021.

  • Liberty Wealth Management reported no remaining United Bankshares position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 580 United Bankshares shares in Q4 2021, an estimated $22K.
  • Liberty Wealth Management first reported a position in United Bankshares in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's United Bankshares position peaked at $22K in Q3 2021.
  • 301 funds tracked by Wall St. Rank held United Bankshares as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.